Personal Financial Educator

Zeiders Enterprises, Inc.

Personal Financial Educator providing consultation and education in financial management to service members. Coordinating training and classes globally to support Personal Financial Management (PFM) Program activities.

Posted 6/26/2026full-timeRemote • Virginia • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Provide one-on-one consultation, education, training, and information and referral services in support of the Personal Financial Management (PFM) Program
Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops
Respond to requests for age-appropriate classes or seminars for youths and teens
Provide initial and refresher Command Financial Specialist (CFS) training
Assist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management
Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R)
Provide individualized financial counseling and assistance to service members and families
Support marketing and outreach initiatives to promote awareness and utilization of program services

Requirements

What you’ll need

Bachelor's degree OR a combination of education and experience equivalent to a bachelor's degree
Must possess and maintain national certification as an Accredited Financial Counselor
Two years of experience providing financial education and training
Experience making presentations and facilitating training for large and small groups in the areas of financial management
Experience using various forms of digital technology to facilitate virtual training
Experience in providing one-on-one consultations with varied levels of complexity
Knowledge of the development and execution of needs assessment tools (i.e. surveys)
Knowledge of the military and the challenges of the military lifestyle
Ability to work productively with Command Financial Specialists
Proficiency in various forms of technological tools to support virtual service delivery

Benefits

Comp & perks

Competitive salary based on geographic location and experience
Health insurance
Paid vacation
Professional development opportunities
Flexible working arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial educationfinancial counselingneeds assessmentpresentation skillsfacilitation skillstraining developmentvirtual trainingone-on-one consultationmilitary financial management

Soft Skills

communicationorganizationalinterpersonalteam collaborationpublic speaking

Certifications

Accredited Financial Counselor